MFS
CHL

MSI Financial Services’s China Mobile Limited CHL Stock Holding History

MSI Financial Services’s Portfolio CHL Stock Details CHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$895K Buy
17,078
+2,340
+16% +$131K 0.03% 488
2016
Q3 		$907K Buy
14,738
+5,285
+56% +$324K 0.03% 464
2016
Q2 		$547K Buy
9,453
+4,140
+78% +$233K 0.02% 602
2016
Q1 		$295K Buy
5,313
+1,037
+24% +$55.9K 0.01% 807
2015
Q4 		$241K Buy
4,276
+2,338
+121% +$138K 0.01% 845
2015
Q3 		$115K Sell
1,938
-652
-25% -$40.2K 0.01% 860
2015
Q2 		$166K Sell
2,590
-189
-7% -$12.9K 0.01% 786
2015
Q1 		$181K Sell
2,779
-1,814
-39% -$118K 0.01% 775
2014
Q4 		$270K Buy
4,593
+5
+0.1% +$300 0.03% 501
2014
Q3 		$270K Buy
4,588
+2,013
+78% +$116K 0.03% 495
2014
Q2 		$125K Sell
2,575
-5,992
-70% -$287K 0.02% 725
2014
Q1 		$391K Buy
8,567
+8,079
+1,656% +$384K 0.06% 355
2013
Q4 		$25K Sell
488
-288
-37% -$15.3K ﹤0.01% 1300
2013
Q3 		$44K Sell
776
-196
-20% -$10.6K 0.01% 922
2013
Q2 		$50K Buy
+972
New +$51.4K 0.01% 898

Other funds holding CHL

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

MSI Financial Services's CHL Position: Q4 2016 in Review

MSI Financial Services increased its China Mobile Limited (CHL) stake by 16% in Q4 2016, buying an estimated $131K and bringing the position to 17,078 shares worth $895K. The position accounts for 0.03% of the portfolio, ranked #488.

MSI Financial Services first reported a position in CHL in Q2 2013 and has held it in 15 quarters since. The position peaked at $907K in Q3 2016. 319 funds tracked by Wall St. Rank hold CHL as of Q4 2016.

  • MSI Financial Services held 17,078 shares of China Mobile Limited worth $895K as of Q4 2016.
  • MSI Financial Services bought 2,340 China Mobile Limited shares in Q4 2016, an estimated $131K.
  • China Mobile Limited made up 0.03% of MSI Financial Services's portfolio in Q4 2016, its #488 holding.
  • MSI Financial Services first reported a position in China Mobile Limited in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's China Mobile Limited position peaked at $907K in Q3 2016.
  • 319 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.